Edu: Roth 5 Year Rule

November 7, 2018

The Roth 5 Year Rule sounds simple: you can withdraw the earnings from your Roth IRA, tax-free, 5 years after your first contribution. Is it really that simple? Does the rule apply to a Roth 401k? Does a Roth Conversion from your IRA change anything? On this episode Jim and Chris delve into the nuances of the Roth 5 Year Rule to answer those questions and more.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.